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Joshua Brett Rudolph

Slatestone Wealth LLC

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About Joshua Brett Rudolph

Joshua Rudolph is a financial advisor with over 20 years of experience in the industry. Joshua is a CERTIFIED FINANCIAL PLANNER™ professional, and he specializes in working with high-net-worth individuals, corporations, and charitable organizations. Joshua is currently registered with Slatestone Wealth LLC, a firm that provides a range of financial services, including financial planning, portfolio management, and selection of other advisors. Previously, Joshua worked with MML INVESTORS SERVICES, LLC, Lockwood Financial Services, Inc., and Nathan & Lewis Securities, Inc.

Firm Information

Joshua Rudolph is currently registered with Slatestone Wealth LLC. Slatestone Wealth LLC is a Registered Investment Advisor based in Jupiter, FL. The firm manages $1.37 billion in assets for 1,426 clients, primarily high-net-worth individuals, corporations, and charitable organizations. Slatestone Wealth provides financial planning and portfolio management services.
Slatestone Wealth LLC

661 UNIVERSITY BLVD

JUPITER, FL 33458

$1.37B

Assets Under Management

15

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Rudolph’s Registration & Firm History

FL

03/22/2024 - Present

Slatestone Wealth LLC (JUPITER FL)

FL

03/12/2003 - 04/06/2018

MML INVESTORS SERVICES, LLC (WESTON FL)

PA

01/29/2001 - 05/08/2003

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

NY

01/09/2001 - 04/14/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joshua Brett Rudolph. Review regulatory record here.
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